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Finance Seminars Workshops

Finance for non-Finance Directors:

Rated as “Excellent” 85% of attendees and “Good” by the other 15%
This Seminar/Workshop is run both directly by Quantum and on behalf of the Chartered Management Institute and the Institute of Consulting. It will provide essential knowledge of the key financial management issues and concepts needed by successful Chief Executives, Sales/Marketing Directors, Procurement Directors, Non-Executive Directors, other Non-Finance Directors, Senior Consultants, Senior Executives and Director Designates.


Course Leader: Philip Arnold, an FCA and Chartered Director with SME, PLC Chief Executive and Finance Director Experience.

Venue: 1 Moorgate Place, the Institute of Chartered Accountants England and Wales (ICAEW), London EC2R 2EA; Moorgate tube is a 3 minute walk

Maximum 12 Attendees each Seminar/Workshop

One Day Course, £350 per person or £315 if booked early

Two Day Course, £600 per person or £540 if booked early

In-house course, £1,250 per day

CPD, 6 Verifiable Hours per day, recognised by most Institutes and Professional Bodies


Discount of £100, for each additional attendee from the same company, at the same Workshop. Early Bird discount of 10%. Discounts cannot be combined. All prices exclude VAT.

One Day Courses
Finance for Directors, 7 August 2013
Finance for Directors, 1 October 2013
Finance for Directors, 4 November 2013
Two Day Courses
Finance for Directors, 7-8 August 2013
Finance for Directors, 1-2 October 2013
Finance for Directors, 4-5 November 2013

Objectives This course will provide essential knowledge of the key financial management issues and concepts needed by successful Chief Executives, Sales/Marketing Directors, Non-Executive Directors, other Non-Finance Directors, Senior Consultants, Senior Executives and Director designates to remain ahead of their competition in the highly integrated and complex business world of today. As well as a good grasp of the key elements of Management Accounts and Statutory Financial Accounts. The successful completion of this course will provide a sound theoretical financial knowledge base and the practical knowledge of how and when to implement those skills within their own business environments.

Course Leader – Rated as “Excellent” 85% of attendees and “Good” by the other 15% The Course Leader is Philip Arnold. He is an FCA, a Fellow of the Institute of Chartered Accountants; a Chartered Director, awarded by the Institute of Directors; the Senior Partner at Quantum Consulting Accountants; a CMC; a member of the Chartered Director Committee the Institute of Directors, a Council Member and Fellow of the Institute of Consulting.

He is a highly experienced speaker and course leader, who always achieves excellent ratings from his audiences and delegates. He is very well qualified to speak on this topic, as evidenced by his achievements and experiences:
  • 25 years of successful UK and International experience as a Chief Executive, Finance Director and Consultant, including 7 years as the Chief Executive Officer and Finance Director of a Plc.
  • 13 years of blue chip experience with KPMG Management Consulting, IBM UK and Arthur Andersen
  • He has personally created three £1m+ UK companies from scratch
  • He has recent experience in helping clients to grow profitability and rapidly, in one case a 10 fold growth
  • He has directly invested in growth businesses and has helped to raise private equity, ranging from small amounts up to multimillion pound investments
  • Quantum Consulting Accountants, is a Chartered Accountancy Practice focussed on rapid business growth and increasing profits
Course Content - this course will
  • Explain how to read and understand the Balance Sheet and Profit & Loss account of any business, including amongst many others the use of EBITDA, Enterprise Value, Current Ratio, Liquidity Ratio, ROCE and NAV
  • Define and explain the key valuation techniques commonly used in valuing business acquisitions or disposals
  • Discuss and explain the use of the commonly accepted key ratios, with practical worked examples, in the analysis of any set of accounts, the Balance Sheet, the Profit & Loss Account and the Cash Flow statements
  • Define and explain the main financial jargon used in the discussion and analysis of financial statements in the evaluation of a potential business partner, acquisition or disposal
  • Explain the difference between the statutory accounts, Balance Sheet & Profit & Loss Account, and the management accounts, highlighting the costs and benefits of producing those accounts
  • Clearly show the differences, in financial and business terms, between managing for profit and managing for cash and explain the main benefits and dangers of each approach by examining the implications of common practices within different sectors
  • Explain and discuss the benefits and dangers of high leverage versus low gearing and the consequential impact upon the financial performance of a business, providing insights into the key business drivers behind highly leveraged companies
  • Define and discuss the financial terms used by Banks, Venture Capitalists, Business Angels and other sources of finance. This will encompass a consideration of the likely costs and benefits of the various capital sources.
  • Identify and explain the key factors involved in raising new Share Capital for SMEs and new companies
  • Discuss and explain Key Performance Indicators, including an introduction to the Balanced Scorecard, Activity Based Costing, ABC, and Zero Based Budgeting
  • Clearly identify and explain the key components of the Public Sector Budget, the budget deficit, the national debt and the overall state of the economy and its relationship to the Public Sector Budget.
  • The identification and discussion of the key drivers behind the recent UK and Global banking crises
  • An overview and discussion of the fundamentals of the UK business taxation regime, through the interaction of corporation tax, income tax, national insurance and capital gains tax; including the primary grants and reliefs relevant to directors and likely to be considered at Board level
Course Objectives - this course will:
  • Enable you to communicate more effectively and easily with Finance Directors, Procurement Directors, other directors, accountants, advisors, consultants, bankers, venture capitalists, business angels and other providers of finance; through an in depth understanding of financial terminology and financial management and evaluation techniques
  • Allow you to read and instantly analyse and interpret any set of Financial Statements, including the Balance Sheet, the Profit & Loss Account and the Cash Flow statements; by using the techniques and knowledge gained on this course
  • Equip you with the knowledge and tools to assess the financial value and viability of a project, by analysing the projected cash flows using NPV, Discounted cash flows and Hurdle rates of return
  • Enable you to choose between the competing types of capital and operational funding, through a sound knowledge and understanding of their likely financial costs and benefits
  • Allow you to recognise and understand the underlying impact of the generally accepted accounting principles on any Balance Sheet and Profit & Loss Account
  • Enable you to identify and discuss the key financial issues facing most corporate Boardrooms today
  • Provide you with the financial knowledge necessary to properly identify the roles and boundaries of financial professionals within an organisation
  • Enable you to apply accepted financial techniques and tools to any potential course of action including: capital investment; new products or projects; corporate acquisitions or disposals; or any form of business expansion
  • Provide the necessary contextual knowledge and understanding of the wider UK economic and commercial regime and its interaction with taxation, to enable a better contribution to key discussions and decision making amongst directors and within the Board
Format
The format will consist of detailed, but concise, seminars, most of which will be followed by a short audience participation and interaction session. There will be several opportunities for networking during the workshop. It is a good opportunity to forge closer relationships with your fellow attendees, who may also be clients, prospective clients or potential suppliers.

Venue
The course is being held at a prestigious location, in a purpose built Director meeting room at One Moorgate Place within the City of London. This is exactly the best sort of setting in which to focus on greater business success and wealth creation.

This is a first class location, with excellent transport links. The nearest underground stations are Moorgate, a 3 minute walk and Bank, a 9 minute walk. The nearest car park is in Finsbury Square, just 0.2 miles away.

Who Should Attend
Chief Executives, Sales/Marketing Directors, Procurement Directors, Non-Executive Directors, other Non-Finance Directors, Senior Consultants, Senior Executives and Director Designates interested in improving their financial skills and knowledge base within the areas of strategic financial management, corporate financial analysis, financial planning and business restructuring. To become more involved within the Boardroom financial discussions, business acquisitions and evaluations. Or to become more credible and comfortable when communicating with investors, discussing financial matters, or using financial jargon. This could be when explaining the financial implications of a chosen business strategy or discussing the implementation of management changes or consulting recommendations. Attendees will also become skilled at reading and understanding Balance Sheets and Profit & Loss Accounts.

Attendee Numbers
This seminar/workshop is ideal for groups of 3 to 12 and is limited to a maximum of 12 delegates, to ensure the right level of interaction and participation within the group.

Bookings
As places are limited, cancellations will be charged in full; however a 100% credit will be available for a free place on the next scheduled seminar.

6 Hours Verifiable CPD
Finance for non-Finance Directors will provide 6 Hours of Verifiable CPD, recognised by most Institutes and Professional Bodies, including: the Institute of Directors (IoD); the Chartered Management Institute (CMI); the Institute of Chartered Accountants of England and Wales (ICAEW); the Chartered Institute of Personnel and Development (CIPD), the Chartered Institute of Public Relations, the Institute of Consulting and many others.

More Information
Please call Philip Arnold on 0207 887 1955 or email philip@quantumconsultingaccountants.com